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Building 2ANDERSON & ANDERSON ADVISORY, LLC

Map pinLONGVIEW, WA
Phone360-425-7447
NotebookSEC #801-113259
Total AUM
$326.9M
Employees
6
Clients
364

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
959 11TH AVENUE
SUITE B
LONGVIEW
WA 98632
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
360-425-7447

ReceiptFinancials

Total AUM
$326.9M
Accounts
627
Discretionary
$0
Accounts
0
Non-Discretionary
$326.9M
Accounts
627

ContactClients

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Individual Clients
222
AUM
$53.7M
HNW Individual Clients
98
AUM
$136.1M
Pension/Profit Sharing Plan Clients
20
AUM
$84.9M
Charitable Organization Clients
16
AUM
$50.1M
Corporation or Business Clients
8
AUM
$2.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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